Luke Daniel, CFP^®

Joined Lido: 2023

Homebase: Denver

Professional Focus: Luke specializes in advanced wealth management, working closely with clients to construct personalized portfolios with innovative strategies and guide them financial planning opportunities encompassing estate planning, tax optimization, and philanthropic strategies.

Professional Designations: CERTIFIED FINANCIAL PLANNER™

Education: B.A., Business Administration, Colorado State

Previous Work Highlights: For nearly 16 years, Luke was Partner and Senior Advisor at Colorado Financial Management prior to its merger with Lido.

Personal Facts: Since 2011, Luke has actively contributed to the Colorado State University Foundation's Board of Directors and Investment Committee. A native of Colorado, Luke embraces the outdoors and maintains an active lifestyle by indulging in activities like fishing, hiking, biking, rafting, skiing, hunting, and exploring new travel destinations.